The ServiceMax suite includes an online app that can be accessed with a Salesforce login using a web browser and mobile apps for various mobile devices such as laptops, tablets (iPad), and smartphones (iPhone, Android). Some features like Service Flow Manager (SFM) and Output Documents are available in multiple apps, while others like Inventory and Dispatch Console are only available in the online app. These features are highly configurable, allowing ServiceMax customers to tailor them to their specific business needs.

ServiceMax configuration is multi-layered and interdependent, with basic components that cut across features and apps. This section provides a detailed overview of the ServiceMax configuration architecture and the different types of configuration options. Subsequent sections delve into each configuration option, their relevance, and usage by providing step-by-step procedures and examples.

The following sections provide detailed instructions for configuring the ServiceMax product.